Form D · Pooled Investment Fund

CYPRESS GOLDCREST FUND III FEEDER, LP

Dallas, TX · CIK 0001870879

Offering snapshot reported Jul 27, 2021 · SEC filing

Reported sold
$5.5M
Offering amount: $5.5M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 27, 2021Initial$5,500,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-407835

Source: Form D, filed Jul 27, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CYPRESS GOLDCREST FUND III FEEDER, LP

Investment adviser: CYPRESS POINT WEALTH MANAGEMENT, LLC

Gross asset value
$9.02M
Beneficial owners
54
ADV minimum commitment
$10K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ADURO ADVISORS, LLC DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRANK, RIMERMAN + CO. LLP PALO ALTO, California, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRANK, RIMERMAN + CO. LLP
PCAOB 1596

CHARLES SCHWAB & CO., INC.
SEC 8-16514

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC0

Filing source

Form ADV 2047454 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-6820116244

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/ N/A Cypress Lgc Spv Llc Executive
N/A N/A Cypress Point Wealth Management Executive
F Kull James Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3838 Oak Lawn Ave Suite 1150
Dallas, TX, 75219